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Rowland Carmichael Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Rowland Carmichael Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$24K Sell
918
-261
-22% -$6.81K 0.01% 333
2020
Q3 		$31K Buy
1,179
+383
+48% +$10K 0.01% 303
2020
Q2 		$21K Sell
796
-180
-18% -$4.61K 0.01% 305
2020
Q1 		$24K Buy
976
+269
+38% +$6.79K 0.01% 281
2019
Q4 		$18K Buy
+707
New +$18K 0.01% 328

Other funds holding SUSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's SUSB Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 22% in Q4 2020, selling an estimated $6.81K and leaving 918 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #333.

Rowland Carmichael Advisors first reported a position in SUSB in Q4 2019 and has held it in 5 quarters since. The position peaked at $31K in Q3 2020. 146 funds tracked by Wall St. Rank hold SUSB as of Q4 2020.

  • Rowland Carmichael Advisors held 918 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $24K as of Q4 2020.
  • Rowland Carmichael Advisors sold 261 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2020, an estimated $6.81K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #333 holding.
  • Rowland Carmichael Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and has held it in 5 quarters since.
  • Rowland Carmichael Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $31K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.